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NTRS vs. SPGI: Northern Trust vs. S&P Global Stock Comparison

How do Northern Trust (NTRS) and S&P Global (SPGI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Northern Trust (NTRS) and S&P Global (SPGI) both belong to the Capital Markets industry, though NTRS is classified under Asset Management & Custody Banks while SPGI falls under Financial Exchanges & Data.

Company profile comparison for Northern Trust (NTRS) and S&P Global (SPGI)
Profile ItemNTRSSPGI
NameNorthern Trust CorporationS&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization31.29 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMarch 17, 1980February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NTRS
SPGI
GSPC
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Northern Trust (NTRS) vs. S&P Global (SPGI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Northern Trust (NTRS) and S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Northern Trust (NTRS) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Total Return (1Y)39.45%1.66%
Total Return (3Y, Annualized)40.68%9.75%
Total Return (5Y, Annualized)11.05%2.47%

Risk Profile

Drawdown History

NTRS
SPGI
GSPC
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Northern Trust (NTRS) vs. S&P Global (SPGI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Northern Trust (NTRS) and S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Volatility (1Y, Annualized)24.90%31.02%
Beta (5Y)1.181.02
Max Drawdown (5Y)-50.03%-39.76%
Avg. Volume (3M)1.11M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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NTRS and SPGI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Sharpe Ratio (1Y)1.41-0.08
Sortino Ratio (1Y)2.17-0.11

Profitability

ROE (TTM)

Both Northern Trust (NTRS) at 18.44% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

NTRS

Financial Services industry group

18.44%

Max
44.78%
Q3
21.85%
NTRS
18.44%
Median
12.91%
Q1
4.48%
Min
-18.71%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

S&P Global (SPGI) at 30.60% retains a top-quartile share of revenue as profit, ahead of Northern Trust (NTRS) at 26.00%, which keeps about the industry-typical share.

NTRS

Financial Services industry group

26.00%

Max
62.84%
Q3
28.05%
NTRS
26.00%
Median
15.36%
Q1
4.82%
Min
-28.52%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Northern Trust (NTRS) at 34.80% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

NTRS

Financial Services industry group

34.80%

Max
107.33%
Q3
55.90%
NTRS
34.80%
Median
30.09%
Q1
14.60%
Min
-44.34%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
ROE (TTM)18.44%17.88%
ROA (TTM)1.44%8.33%
Net Margin (TTM)26.00%30.60%
Operating Margin (TTM)34.80%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

S&P Global (SPGI) at 7.94% is around its peer norm for revenue growth, while Northern Trust (NTRS) at -2.46% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Northern Trust (NTRS) at -10.54% and S&P Global (SPGI) at 18.70% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Revenue Growth (YoY)-2.46%7.94%
Revenue Growth (3Y CAGR)6.15%11.11%
EPS Growth (YoY)-10.54%18.70%
EPS Growth (3Y CAGR)12.49%12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Northern Trust (NTRS) in Financial Services and S&P Global (SPGI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Northern Trust (NTRS) in Financial Services and S&P Global (SPGI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Northern Trust (NTRS) at 1.91% and S&P Global (SPGI) at 0.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

NTRS

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
NTRS
1.91%
Median
1.09%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Northern Trust (NTRS) at 25.73% and S&P Global (SPGI) at 22.06% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

NTRS

Financial Services industry group

25.73%

Max
241.07%
Q3
97.36%
Median
25.77%
NTRS
25.73%
Q1
0.00%
Min
0.00%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
Dividend Yield (TTM)1.91%0.82%
Dividend Payout Ratio (TTM)25.73%22.06%

Valuation

P/E Ratio (TTM)

Northern Trust (NTRS) at 13.55 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

NTRS

Financial Services industry group

13.55

Max
45.85
Q3
24.64
Median
15.37
NTRS
13.55
Q1
9.68
Min
0.16

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Northern Trust (NTRS) at 3.35 is priced about in line with its industry on P/S ratio, while S&P Global (SPGI) at 8.32 sits in the pricier quartile — SPGI costs more per dollar of sales.

NTRS

Financial Services industry group

3.35

Max
9.23
Q3
4.57
NTRS
3.35
Median
2.72
Q1
1.28
Min
-0.55

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Northern Trust (NTRS) at 2.51 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

NTRS

Financial Services industry group

2.51

Max
7.79
Q3
3.63
NTRS
2.51
Median
1.57
Q1
0.81
Min
-0.39

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Northern Trust (NTRS) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Northern Trust (NTRS) and S&P Global (SPGI)
MetricNTRSSPGI
P/E Ratio (TTM)13.5527.95
P/S Ratio (TTM)3.358.32
P/B Ratio (MRQ)2.516.88
Free Cash Flow Yield (TTM)----